Madagascar P的个人主页 - 老虎社区

Madagascar P

Madagascar P

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IP属地：北京

55关注

12粉丝

3主题

0勋章

10-03

$TSLA 20251017 255.0 PUT$ 7月第一笔实盘put就遭遇了特斯拉的至暗时刻，被迫roll仓，今天终于走出来了。教训就是，不打算接股别卖put。

12-04

$SNDK 20251219 170.0 PUT$ 从期权数据看，200的开仓比例大，2周内应该很难突破，下行看到170拖底。这股波动率相当夸张。

10-14

$Symbotic Inc.(SYM)$ 为啥分析师各种看空后这股又涨了一倍！

10-09

$TEM 20260618 70.0 CALL$ 等这一轮的AI基础建设狂潮稳定住，AI应用将是下一个风口，而精准医疗绝对是最好的应用场景，与其现在FOMO，不如及早布局下一个10倍股。

12-06

$SNDK 20251219 170.0 PUT$ 感谢内存条送我新iphone 一部

08-21

$CoreWeave, Inc.(CRWV)$ 这换手率绝绝子了，意味着什么呢？

08-26

有点标题党，这个只是因为股权激励计划归属于他后，他必须要就归属部分交税引起的被动卖股，完全不值得联想

Palantir CEO减持逾40万股，股价六连跌引发AI投资过热担忧

08-13

$Bullish(BLSH)$ 尴尬

08-09

$TSLA 20250808 300.0 PUT$ 这个配图卖put 为啥是做空？难道不是做多么。

11-12

他喊不喊都不会改变过去5年至未来5年芯片国产替代的趋势，只是看早点进来是吃点肉还是喝点汤，对估值其实就只有个10%左右的影响吧。

08-18

看看AI的策略如何？#NVDA

08-19

$知乎-W(02390)$ 这股没有期权卖吗，怎么做空啊

08-15

高盛反着买，别墅靠大海

高盛高喊 “做多中国”：强势行情背景下，这些板块和逻辑值得关注

11-06

$TQQQ 20260116 105.0 CALL$ 期待美帝政府开门放水后来一把！

10-13

55，不是50

期权策略 | 比特币大暴跌后价格回稳，是时候用这个期权策略布局Bullish了

10-06

有名的散户股嘛，适合洗盘，长期拿住就好了

09-19

$BLSH 20250919 80.0 CALL$

08-07

$AMD 20250808 162.5 PUT$ 见好就收

12-03

这下该降息了吧

“小非农”爆冷！11月就业人数意外下降，小微企业成“重灾区”

12-03

$GLD 20251217 375.0 PUT$ 小幅做多黄金，继续涨问题不大

去老虎APP查看更多动态

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justify;\"><strong>薪资增长速度也有所放缓，留任员工的薪资同比上涨4.4%，较10月份下降了0.1个百分点。</strong></p><p style=\"text-align: justify;\">“随着雇主应对谨慎的消费者和不确定的宏观经济环境，近期的招聘一直起伏不定，”ADP首席经济学家Nela Richardson表示。“虽然11月的放缓是普遍现象，但主要是由小企业的收缩主导的。”</p><p style=\"text-align: justify;\"><strong>这份ADP报告是美联储在12月9日至10日开会前能看到的最后一份就业数据</strong>。期货交易员认为，尽管一些官员对应否进一步放宽政策存有疑虑，但美联储再次降息25个基点的可能性已近90%。</p><p style=\"text-align: justify;\">最近几周，美联储决策者表达了分歧的意见。一方认为有必要降息以阻止劳动力市场进一步恶化，而另一方则担心额外的降息可能会加剧通胀，目前的通胀率仍远高于美联储2%的目标。</p><p style=\"text-align: justify;\"><strong>受此前政府关门的影响，美国劳工统计局将非农就业数据的发布日期推迟到了12月16日。</strong></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>“小非农”爆冷！11月就业人数意外下降，小微企业成“重灾区”</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“小非农”爆冷！11月就业人数意外下降，小微企业成“重灾区”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-12-03 21:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>美国就业市场寒意逼人。在美联储12月决议前夕，这份数据无疑再为降息派添增“弹药”。</p></blockquote><p><strong>根据薪资处理公司ADP周三发布的报告，11月私营企业就业岗位意外减少3.2万个，且小企业遭受重创，11月美国劳动力市场的放缓势头进一步加剧。</strong></p><p style=\"text-align: justify;\">随着市场对美国就业形势的担忧日益加剧，ADP数据表明问题比预期的更严重。<strong>此次就业人数的下降与10月份形成鲜明对比，后者经上修后为增加4.7万个岗位。</strong></p><p style=\"text-align: justify;\">大型企业（即拥有50名或以上员工的公司）实际上净增了9万名员工。然而，员工少于50人的企业减少了12万个岗位，其中拥有20至49名员工的公司减少了7.4万个。这是自2023年3月以来的最大降幅。</p><p style=\"text-align: justify;\">教育和医疗服务业以3.3万人的新增招聘领跑，休闲和酒店业增加了1.3万人。但各行业广泛的下滑拉低了整体数据。</p><p style=\"text-align: justify;\"><strong>损失最大的是专业和商业服务业</strong>，减少了2.6万人。其他裁员的行业包括信息服务业（减少2万人）、制造业（减少1.8万人）以及金融活动和建筑业，后两者均减少了9000人。</p><p style=\"text-align: justify;\"><strong>薪资增长速度也有所放缓，留任员工的薪资同比上涨4.4%，较10月份下降了0.1个百分点。</strong></p><p style=\"text-align: justify;\">“随着雇主应对谨慎的消费者和不确定的宏观经济环境，近期的招聘一直起伏不定，”ADP首席经济学家Nela Richardson表示。“虽然11月的放缓是普遍现象，但主要是由小企业的收缩主导的。”</p><p style=\"text-align: justify;\"><strong>这份ADP报告是美联储在12月9日至10日开会前能看到的最后一份就业数据</strong>。期货交易员认为，尽管一些官员对应否进一步放宽政策存有疑虑，但美联储再次降息25个基点的可能性已近90%。</p><p style=\"text-align: justify;\">最近几周，美联储决策者表达了分歧的意见。一方认为有必要降息以阻止劳动力市场进一步恶化，而另一方则担心额外的降息可能会加剧通胀，目前的通胀率仍远高于美联储2%的目标。</p><p style=\"text-align: justify;\"><strong>受此前政府关门的影响，美国劳工统计局将非农就业数据的发布日期推迟到了12月16日。</strong></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/627bc890436e46f74a0fe8143398a725","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157953983","content_text":"美国就业市场寒意逼人。在美联储12月决议前夕，这份数据无疑再为降息派添增“弹药”。根据薪资处理公司ADP周三发布的报告，11月私营企业就业岗位意外减少3.2万个，且小企业遭受重创，11月美国劳动力市场的放缓势头进一步加剧。随着市场对美国就业形势的担忧日益加剧，ADP数据表明问题比预期的更严重。此次就业人数的下降与10月份形成鲜明对比，后者经上修后为增加4.7万个岗位。大型企业（即拥有50名或以上员工的公司）实际上净增了9万名员工。然而，员工少于50人的企业减少了12万个岗位，其中拥有20至49名员工的公司减少了7.4万个。这是自2023年3月以来的最大降幅。教育和医疗服务业以3.3万人的新增招聘领跑，休闲和酒店业增加了1.3万人。但各行业广泛的下滑拉低了整体数据。损失最大的是专业和商业服务业，减少了2.6万人。其他裁员的行业包括信息服务业（减少2万人）、制造业（减少1.8万人）以及金融活动和建筑业，后两者均减少了9000人。薪资增长速度也有所放缓，留任员工的薪资同比上涨4.4%，较10月份下降了0.1个百分点。“随着雇主应对谨慎的消费者和不确定的宏观经济环境，近期的招聘一直起伏不定，”ADP首席经济学家Nela Richardson表示。“虽然11月的放缓是普遍现象，但主要是由小企业的收缩主导的。”这份ADP报告是美联储在12月9日至10日开会前能看到的最后一份就业数据。期货交易员认为，尽管一些官员对应否进一步放宽政策存有疑虑，但美联储再次降息25个基点的可能性已近90%。最近几周，美联储决策者表达了分歧的意见。一方认为有必要降息以阻止劳动力市场进一步恶化，而另一方则担心额外的降息可能会加剧通胀，目前的通胀率仍远高于美联储2%的目标。受此前政府关门的影响，美国劳工统计局将非农就业数据的发布日期推迟到了12月16日。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506820862469208,"gmtCreate":1764766247571,"gmtModify":1764766259942,"author":{"id":"3522050789531005","authorId":"3522050789531005","name":"Madagascar P","avatar":"https://static.tigerbbs.com/55bfe47a562a9809d5f55b450b1d221c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3522050789531005","idStr":"3522050789531005"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/OPT/GLD 20251217 375.0 PUT\">$GLD 20251217 375.0 PUT$</a> 小幅做多黄金，继续涨问题不大","listText":"<a href=\"https://laohu8.com/OPT/GLD 20251217 375.0 PUT\">$GLD 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期待美帝政府开门放水后来一把！","images":[{"img":"https://static.tigerbbs.com/18b1b5a6cedf4d2fa26f085879308ef9","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497283147141568","isVote":1,"tweetType":1,"viewCount":1391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":496731195883984,"gmtCreate":1762295446420,"gmtModify":1762295458293,"author":{"id":"3522050789531005","authorId":"3522050789531005","name":"Madagascar P","avatar":"https://static.tigerbbs.com/55bfe47a562a9809d5f55b450b1d221c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3522050789531005","idStr":"3522050789531005"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$&nbsp;</a> 财报好于预期，继续高速增长","listText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$&nbsp;</a> 财报好于预期，继续高速增长","text":"$Tempus AI(TEM)$ 财报好于预期，继续高速增长","images":[{"img":"https://static.tigerbbs.com/99a6641071a0e4f3460ec2b02e406662","width":"2048","height":"1152"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496731195883984","isVote":1,"tweetType":1,"viewCount":609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":494264696979784,"gmtCreate":1761696750351,"gmtModify":1761696752788,"author":{"id":"3522050789531005","authorId":"3522050789531005","name":"Madagascar P","avatar":"https://static.tigerbbs.com/55bfe47a562a9809d5f55b450b1d221c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3522050789531005","idStr":"3522050789531005"},"themes":[],"htmlText":"这大哥一涨就卖股票，真受不了","listText":"这大哥一涨就卖股票，真受不了","text":"这大哥一涨就卖股票，真受不了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494264696979784","repostId":"1164163761","repostType":2,"repost":{"id":"1164163761","kind":"news","weMediaInfo":{"introduction":"重大公告快速掌握","home_visible":1,"media_name":"老虎公告助手","id":"1094185691","head_image":"https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5"},"pubTimestamp":1761682209,"share":"https://www.laohu8.com/m/news/1164163761?lang=&edition=full","pubTime":"2025-10-29 04:10","market":"us","language":"zh","title":"Form 144 | Tempus AI高管 Eric Lefkofsky 拟减持332500股，总价约3045万美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1164163761","media":"老虎公告助手","summary":"Tempus AI高管 Eric Lefkofsky拟于10月28日出售332500股公司普通股票，总市值约3045万美元。过去3个月内，Eric Lefkofsky已累计发生4次减持，共计633458股。","content":"Tempus AI高管 Eric Lefkofsky拟于10月28日出售332500股公司普通股票，总市值约3045万美元。过去3个月内，Eric Lefkofsky已累计发生4次减持，共计633458股。","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Form 144 | Tempus AI高管 Eric Lefkofsky 拟减持332500股，总价约3045万美元</title>\n<style 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Lefkofsky拟于10月28日出售332500股公司普通股票，总市值约3045万美元。过去3个月内，Eric Lefkofsky已累计发生4次减持，共计633458股。\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TEM":"Tempus AI"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164163761","content_text":"Tempus AI高管 Eric Lefkofsky拟于10月28日出售332500股公司普通股票，总市值约3045万美元。过去3个月内，Eric Lefkofsky已累计发生4次减持，共计633458股。","news_type":1,"symbols_score_info":{"TEM":1}},"isVote":1,"tweetType":1,"viewCount":732,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":493915779113120,"gmtCreate":1761605854417,"gmtModify":1761613882447,"author":{"id":"3522050789531005","authorId":"3522050789531005","name":"Madagascar 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美股永动机定律，逢跌必买，大跌大买。","images":[{"img":"https://static.tigerbbs.com/2af9ed95b1034fac747a57ce75ac202c","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/493915779113120","isVote":1,"tweetType":1,"viewCount":801,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":492358409695488,"gmtCreate":1761225518062,"gmtModify":1761225520358,"author":{"id":"3522050789531005","authorId":"3522050789531005","name":"Madagascar 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20:05","market":"us","language":"zh","title":"特斯拉盘前跌幅扩大","url":"https://stock-news.laohu8.com/highlight/detail?id=1189340163","media":"老虎资讯综合","summary":"特斯拉盘前跌幅扩大至4%，美国纽约州审计长：会对马斯克薪酬方案中的衡量标准提出质疑。","content":"<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 盘前跌幅扩大至4%，美国纽约州审计长：会对马斯克薪酬方案中的衡量标准提出质疑。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/339f35a28f186c0df2a2a35687241941\" tg-width=\"441\" tg-height=\"120\"></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉盘前跌幅扩大</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉盘前跌幅扩大\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-10-23 20:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 盘前跌幅扩大至4%，美国纽约州审计长：会对马斯克薪酬方案中的衡量标准提出质疑。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/339f35a28f186c0df2a2a35687241941\" tg-width=\"441\" tg-height=\"120\"></p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189340163","content_text":"特斯拉 盘前跌幅扩大至4%，美国纽约州审计长：会对马斯克薪酬方案中的衡量标准提出质疑。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":490217430700872,"gmtCreate":1760709195725,"gmtModify":1760709198098,"author":{"id":"3522050789531005","authorId":"3522050789531005","name":"Madagascar 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7月第一笔实盘put就遭遇了特斯拉的至暗时刻，被迫roll仓，今天终于走出来了。教训就是，不打算接股别卖put。","images":[{"img":"https://static.tigerbbs.com/9c541eccb46ec305aa263531c836ceac","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/485074255409880","isVote":1,"tweetType":1,"viewCount":11505,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3498094960736828","authorId":"3498094960736828","name":"清水月影","avatar":"https://static.tigerbbs.com/c412f43f937ec502a25521ed80cfd007","crmLevel":9,"crmLevelSwitch":0,"authorIdStr":"3498094960736828","idStr":"3498094960736828"},"content":"这种价位的期权，手续费都很贵。没意义。低于现价太多。","text":"这种价位的期权，手续费都很贵。没意义。低于现价太多。","html":"这种价位的期权，手续费都很贵。没意义。低于现价太多。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":507050703138848,"gmtCreate":1764806111923,"gmtModify":1764806114592,"author":{"id":"3522050789531005","authorId":"3522050789531005","name":"Madagascar 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从期权数据看，200的开仓比例大，2周内应该很难突破，下行看到170拖底。这股波动率相当夸张。","images":[{"img":"https://static.tigerbbs.com/004617e18a3fb8b4287baf6d4f0afc4e","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/507050703138848","isVote":1,"tweetType":1,"viewCount":3111,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3522050789531005","authorId":"3522050789531005","name":"Madagascar P","avatar":"https://static.tigerbbs.com/55bfe47a562a9809d5f55b450b1d221c","crmLevel":6,"crmLevelSwitch":1,"authorIdStr":"3522050789531005","idStr":"3522050789531005"},"content":"一天就打脸，一天就赚钱","text":"一天就打脸，一天就赚钱","html":"一天就打脸，一天就赚钱"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":489164418449544,"gmtCreate":1760452266688,"gmtModify":1760452268555,"author":{"id":"3522050789531005","authorId":"3522050789531005","name":"Madagascar 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等这一轮的AI基础建设狂潮稳定住，AI应用将是下一个风口，而精准医疗绝对是最好的应用场景，与其现在FOMO，不如及早布局下一个10倍股。","text":"$TEM 20260618 70.0 CALL$ 等这一轮的AI基础建设狂潮稳定住，AI应用将是下一个风口，而精准医疗绝对是最好的应用场景，与其现在FOMO，不如及早布局下一个10倍股。","images":[{"img":"https://static.tigerbbs.com/8f0cc8886724bde90a45e1ce8194f578","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/487176981066056","isVote":1,"tweetType":1,"viewCount":7775,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010484","authorId":"10000000000010484","name":"笑猫日记","avatar":"https://static.tigerbbs.com/56e720c7d3a4835efa4409feb9b8f386","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010484","idStr":"10000000000010484"},"content":"暴跌会带崩卫宁健康，华大基因这些仿AI医疗股吗？","text":"暴跌会带崩卫宁健康，华大基因这些仿AI医疗股吗？","html":"暴跌会带崩卫宁健康，华大基因这些仿AI医疗股吗？"},{"author":{"id":"10000000000010322","authorId":"10000000000010322","name":"四十退休","avatar":"https://static.tigerbbs.com/916d922cdb12fb6f658dbad7646c76a5","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010322","idStr":"10000000000010322"},"content":"精准医疗前景不错，但风险也大，要谨慎啊","text":"精准医疗前景不错，但风险也大，要谨慎啊","html":"精准医疗前景不错，但风险也大，要谨慎啊"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":507852920053968,"gmtCreate":1764970438496,"gmtModify":1764970441361,"author":{"id":"3522050789531005","authorId":"3522050789531005","name":"Madagascar 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一部","images":[{"img":"https://static.tigerbbs.com/73fe91af09a4f6c75410d768f5f48392","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507852920053968","isVote":1,"tweetType":1,"viewCount":658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":470134884454744,"gmtCreate":1755753348234,"gmtModify":1755754794196,"author":{"id":"3522050789531005","authorId":"3522050789531005","name":"Madagascar P","avatar":"https://static.tigerbbs.com/55bfe47a562a9809d5f55b450b1d221c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3522050789531005","idStr":"3522050789531005"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> 这换手率绝绝子了，意味着什么呢？","listText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> 这换手率绝绝子了，意味着什么呢？","text":"$CoreWeave, Inc.(CRWV)$ 这换手率绝绝子了，意味着什么呢？","images":[{"img":"https://static.tigerbbs.com/5ad545fc1aecd61b7822c5b1fc829181","width":"1170","height":"2532"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/470134884454744","isVote":1,"tweetType":1,"viewCount":3371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":471729580904704,"gmtCreate":1756199893770,"gmtModify":1756199895624,"author":{"id":"3522050789531005","authorId":"3522050789531005","name":"Madagascar 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Karp上周抛售了超过40万股公司股票，引发市场关注。交易完成后，Karp仍持有约643万股Palantir股票，按周一收盘价计算，市值超过10亿美元。今年以来，Palantir股价走势强劲，尽管市场对其高估值与高波动性存疑，股价依旧节节攀升，年内累计涨幅已逾一倍。追踪软件板块的iShares Expanded Tech-Software Sector ETF亦下跌0.7%。Palantir本月早些时候公布强劲的二季度业绩后，股价一度飙升，但随即进入调整期。","content":"<html><head></head><body><p>8月26日，数据分析公司<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>首席执行官Alex Karp上周抛售了超过40万股公司股票，引发市场关注。</p><p>据美国证券交易委员会(SEC)最新披露的Form 4文件，Karp于上周三、四两日合计出售了409,072股普通股，成交价区间在142.46美元至157.56美元之间。此次交易属于自动化减持，用于缴纳限制性股票(RSU)归属后的税务义务。交易完成后，Karp仍持有约643万股Palantir股票，按周一收盘价计算，市值超过10亿美元。</p><p>今年以来，Palantir股价走势强劲，尽管市场对其高估值与高波动性存疑，股价依旧节节攀升，年内累计涨幅已逾一倍。然而，近期涨势遭遇阻力。该股自上周三起已连续六个交易日下跌，为自2024年4月以来最长连跌纪录。周一收盘价报157.17美元，跌幅1%。追踪软件板块的<a href=\"https://laohu8.com/S/EEMA\">iShares</a> Expanded Tech-Software Sector ETF亦下跌0.7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/636b179d9476e8fbf6ef1181ea69d6cf\" tg-width=\"560\" tg-height=\"240\"/></p><p>Palantir本月早些时候公布强劲的二季度业绩后，股价一度飙升，但随即进入调整期。市场对人工智能板块整体热度亦有所降温，AI龙头<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)等个股近期同样承压。投资者担心生成式AI能否如预期那样快速带来可观收入。OpenAI CEO Sam Altman近日直言市场对AI“过度兴奋”，而麻省理工学院的一份研究报告也对生成式AI的商业化前景提出质疑，进一步打击投资者信心。</p><p>在此背景下，市场的目光正聚焦于英伟达本周即将公布的财报。作为AI和半导体产业的风向标，英伟达CEO黄仁勋的评论料将为AI需求走势提供重要信号。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir CEO减持逾40万股，股价六连跌引发AI投资过热担忧</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir CEO减持逾40万股，股价六连跌引发AI投资过热担忧\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-26 06:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1334983.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月26日，数据分析公司Palantir首席执行官Alex Karp上周抛售了超过40万股公司股票，引发市场关注。据美国证券交易委员会(SEC)最新披露的Form 4文件，Karp于上周三、四两日合计出售了409,072股普通股，成交价区间在142.46美元至157.56美元之间。此次交易属于自动化减持，用于缴纳限制性股票(RSU)归属后的税务义务。交易完成后，Karp仍持有约643万股...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1334983.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4543":"AI","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","BK4547":"WSB热门概念","BK4023":"应用软件","BK4588":"碎股","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","BK4613":"AI应用软件","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","PLTR":"Palantir Technologies Inc.","BK4585":"ETF&股票定投概念"},"source_url":"http://www.zhitongcaijing.com/content/detail/1334983.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2562275518","content_text":"8月26日，数据分析公司Palantir首席执行官Alex Karp上周抛售了超过40万股公司股票，引发市场关注。据美国证券交易委员会(SEC)最新披露的Form 4文件，Karp于上周三、四两日合计出售了409,072股普通股，成交价区间在142.46美元至157.56美元之间。此次交易属于自动化减持，用于缴纳限制性股票(RSU)归属后的税务义务。交易完成后，Karp仍持有约643万股Palantir股票，按周一收盘价计算，市值超过10亿美元。今年以来，Palantir股价走势强劲，尽管市场对其高估值与高波动性存疑，股价依旧节节攀升，年内累计涨幅已逾一倍。然而，近期涨势遭遇阻力。该股自上周三起已连续六个交易日下跌，为自2024年4月以来最长连跌纪录。周一收盘价报157.17美元，跌幅1%。追踪软件板块的iShares Expanded Tech-Software Sector ETF亦下跌0.7%。Palantir本月早些时候公布强劲的二季度业绩后，股价一度飙升，但随即进入调整期。市场对人工智能板块整体热度亦有所降温，AI龙头英伟达(NVDA.US)等个股近期同样承压。投资者担心生成式AI能否如预期那样快速带来可观收入。OpenAI CEO Sam 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style=\"text-align: justify;\">港股和内地市场均涨势如虹，多指数创阶段性强势——南向资金正加速流入港股，8月15日，尽管港股三大指数略有回调，南向资金净买入约358.76亿港元，刷新历史最高单日净买入纪录，今年累计净流入达9389.21亿港元，已远超去年全年8078.69亿港元。</p><p style=\"text-align: justify;\">A股三大指数今日则放量大涨，沪指再度回到3700点附近。成交额超过2.2万亿，成为A股历史上第29个成交额突破两万亿的交易日。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f178e3e49d569f6a554460c33ada794f\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">从 4 月初至今，沪深 300 指数连涨四月，有望创下 2020 年以来最长连涨纪录。其中，以科技股为主的中小盘指数表现尤为突出，沪深 1000 指数(剔除 OFAC 成分股)累计上涨超过 12%。更关键的是，这轮反弹并非 “虚火”—— A 股月均成交额连续三个月增长，实打实的交易活跃度支撑着行情。</p><p style=\"text-align: justify;\"><strong>五大核心驱动力，撑起市场信心</strong></p><p style=\"text-align: justify;\">1. 政策发力：消费与产业双管齐下</p><p style=\"text-align: justify;\">政府近期推出个人消费贷款利息补贴计划，直接提振消费信心;而在新能源领域，八家锂电企业达成 “暂停扩产” 共识，“反内卷” 行动推动行业估值修复，相关股价应声大涨。政策既拉需求，又稳供给，给市场吃了定心丸。</p><p style=\"text-align: justify;\">2. 科技股业绩爆发：AI 成最大催化剂</p><p style=\"text-align: justify;\">科技财报季开启，龙头企业表现亮眼：</p><p style=\"text-align: justify;\">腾讯 2025 年二季度营收 7529.06 亿元，调整后每股收益 27.52 元，均超市场预期 3%;受益于 AI 驱动的投放效率提升，腾讯营销服务收入同比增 20%，其中视频号、小程序广告均涨 50%，微信搜一搜广告涨 60%;游戏收入同比增 22%，《三角洲部队》等经典 IP 持续贡献力量;金融科技与企业服务收入增 10%，AI 相关服务需求激增。</p><p style=\"text-align: justify;\">不止腾讯，京东、网易等企业也交出稳健答卷：京东零售核心利润同比增 38%，网易游戏收入、递延收入均保持两位数增长，老牌 IP 的 “长青属性” 凸显。</p><p style=\"text-align: justify;\">3. 资金面给力：散户主导，情绪未过热</p><p style=\"text-align: justify;\">本轮行情中，散户投资者成为主力 —— 融资融券余额突破十年新高，达 2020.35 亿元，但高盛散户情绪指标显示当前仍属温和，未出现过度狂热，意味着后续仍有上升空间。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02164970cfe8ddab1e31267932ed6e69\" title=\"A 股融资融券交易未平仓余额，黄色线为10年高点\" tg-width=\"688\" tg-height=\"605\"/><span>A 股融资融券交易未平仓余额，黄色线为10年高点</span></p><p style=\"text-align: justify;\">值得注意的是，“国家队” 操作平静，说明市场上涨更多依赖 “真实需求”，而非短期政策托底，基础更扎实。</p><p style=\"text-align: justify;\">4. 外资 “回补” 预期升温</p><p style=\"text-align: justify;\">高盛数据显示，7 月其 Prime 经纪账簿对中国市场呈净流出，但当前名义总市值与净市值出现背离。机构认为，若全球资金集中回补买盘，可能进一步放大上行动能。此外，香港最受做空的股票篮子涨 2.7%，超过恒指涨幅，空头回补也在助推行情。</p><p style=\"text-align: justify;\">5. 流动性保驾护航</p><p style=\"text-align: justify;\">中国 6 月流动性供应同比增长 4.6%，为两年多来最大增幅。充裕的资金环境不仅对冲了潜在的获利了结压力，更为股市提供了持续支撑。</p><p style=\"text-align: justify;\"><strong>布局思路：聚焦这些方向</strong></p><p style=\"text-align: justify;\">高盛交易台明确表示，当前仍偏好港股和A股的中小盘指数(中证 500/1000)。</p><p style=\"text-align: justify;\">从具体板块看，高盛偏好的方向为：</p><ol start=\"1\" style=\"\"><li><p style=\"text-align: justify;\">科技与 AI 产业链：腾讯、京东等企业的 AI 应用已见成效，半导体(如锐捷网络、神通电脑)、数据中心(万国数据、世纪互联)受益于算力需求爆发，800G 交换机等细分领域增速惊人。</p></li><li><p style=\"text-align: justify;\">消费复苏链：政策补贴直接利好消费贷款相关行业，叠加零售企业基本面改善(如京东零售利润增长)，可关注优质消费龙头。</p></li><li><p style=\"text-align: justify;\">“反内卷” 行业：锂电、光伏等达成产能共识的板块，竞争格局优化，龙头企业盈利有望修复。</p></li><li><p style=\"text-align: justify;\">高成长中小盘：中证 1000 指数成分股多为细分领域隐形冠军，受益于流动性宽松和产业升级，弹性值得期待。</p></li></ol><p style=\"text-align: justify;\">当前中国市场的反弹，是政策、业绩、资金共振的结果。高盛的 “做多” 信号，或许正是对这一趋势的确认。</p><p style=\"text-align: justify;\">对于投资者而言，把握科技升级、消费复苏、产业优化的主线，或能在这轮行情中找到属于自己的机会。</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>高盛高喊 “做多中国”：强势行情背景下，这些板块和逻辑值得关注</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高盛高喊 “做多中国”：强势行情背景下，这些板块和逻辑值得关注\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-15 23:03 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/1330481.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛时隔半年之后再次重磅发声，明确表态 “再次入场，做多中国”。近期中国市场走势强劲，无论港股还是 A 股，多个指数持续上涨，背后是政策、业绩、资金等多重因素的共振。当前市场有哪些亮点，又该如何布局呢?港股和内地市场均涨势如虹，多指数创阶段性强势——南向资金正加速流入港股，8月15日，尽管港股三大指数略有回调，南向资金净买入约358.76亿港元，刷新历史最高单日净买入纪录，今年累计净流入达...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1330481.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fb2ed00ac5de2097917e40947bc4a36a","relate_stocks":{"HSI":"恒生指数","000001.SH":"上证指数"},"source_url":"https://www.zhitongcaijing.com/content/detail/1330481.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1162561072","content_text":"高盛时隔半年之后再次重磅发声，明确表态 “再次入场，做多中国”。近期中国市场走势强劲，无论港股还是 A 股，多个指数持续上涨，背后是政策、业绩、资金等多重因素的共振。当前市场有哪些亮点，又该如何布局呢?港股和内地市场均涨势如虹，多指数创阶段性强势——南向资金正加速流入港股，8月15日，尽管港股三大指数略有回调，南向资金净买入约358.76亿港元，刷新历史最高单日净买入纪录，今年累计净流入达9389.21亿港元，已远超去年全年8078.69亿港元。A股三大指数今日则放量大涨，沪指再度回到3700点附近。成交额超过2.2万亿，成为A股历史上第29个成交额突破两万亿的交易日。从 4 月初至今，沪深 300 指数连涨四月，有望创下 2020 年以来最长连涨纪录。其中，以科技股为主的中小盘指数表现尤为突出，沪深 1000 指数(剔除 OFAC 成分股)累计上涨超过 12%。更关键的是，这轮反弹并非 “虚火”—— A 股月均成交额连续三个月增长，实打实的交易活跃度支撑着行情。五大核心驱动力，撑起市场信心1. 政策发力：消费与产业双管齐下政府近期推出个人消费贷款利息补贴计划，直接提振消费信心;而在新能源领域，八家锂电企业达成 “暂停扩产” 共识，“反内卷” 行动推动行业估值修复，相关股价应声大涨。政策既拉需求，又稳供给，给市场吃了定心丸。2. 科技股业绩爆发：AI 成最大催化剂科技财报季开启，龙头企业表现亮眼：腾讯 2025 年二季度营收 7529.06 亿元，调整后每股收益 27.52 元，均超市场预期 3%;受益于 AI 驱动的投放效率提升，腾讯营销服务收入同比增 20%，其中视频号、小程序广告均涨 50%，微信搜一搜广告涨 60%;游戏收入同比增 22%，《三角洲部队》等经典 IP 持续贡献力量;金融科技与企业服务收入增 10%，AI 相关服务需求激增。不止腾讯，京东、网易等企业也交出稳健答卷：京东零售核心利润同比增 38%，网易游戏收入、递延收入均保持两位数增长，老牌 IP 的 “长青属性” 凸显。3. 资金面给力：散户主导，情绪未过热本轮行情中，散户投资者成为主力 —— 融资融券余额突破十年新高，达 2020.35 亿元，但高盛散户情绪指标显示当前仍属温和，未出现过度狂热，意味着后续仍有上升空间。A 股融资融券交易未平仓余额，黄色线为10年高点值得注意的是，“国家队” 操作平静，说明市场上涨更多依赖 “真实需求”，而非短期政策托底，基础更扎实。4. 外资 “回补” 预期升温高盛数据显示，7 月其 Prime 经纪账簿对中国市场呈净流出，但当前名义总市值与净市值出现背离。机构认为，若全球资金集中回补买盘，可能进一步放大上行动能。此外，香港最受做空的股票篮子涨 2.7%，超过恒指涨幅，空头回补也在助推行情。5. 流动性保驾护航中国 6 月流动性供应同比增长 4.6%，为两年多来最大增幅。充裕的资金环境不仅对冲了潜在的获利了结压力，更为股市提供了持续支撑。布局思路：聚焦这些方向高盛交易台明确表示，当前仍偏好港股和A股的中小盘指数(中证 500/1000)。从具体板块看，高盛偏好的方向为：科技与 AI 产业链：腾讯、京东等企业的 AI 应用已见成效，半导体(如锐捷网络、神通电脑)、数据中心(万国数据、世纪互联)受益于算力需求爆发，800G 交换机等细分领域增速惊人。消费复苏链：政策补贴直接利好消费贷款相关行业，叠加零售企业基本面改善(如京东零售利润增长)，可关注优质消费龙头。“反内卷” 行业：锂电、光伏等达成产能共识的板块，竞争格局优化，龙头企业盈利有望修复。高成长中小盘：中证 1000 指数成分股多为细分领域隐形冠军，受益于流动性宽松和产业升级，弹性值得期待。当前中国市场的反弹，是政策、业绩、资金共振的结果。高盛的 “做多” 信号，或许正是对这一趋势的确认。对于投资者而言，把握科技升级、消费复苏、产业优化的主线，或能在这轮行情中找到属于自己的机会。","news_type":1,"symbols_score_info":{"000001.SH":1.1,"HSI":1.1}},"isVote":1,"tweetType":1,"viewCount":550,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497283147141568,"gmtCreate":1762430304786,"gmtModify":1762433754800,"author":{"id":"3522050789531005","authorId":"3522050789531005","name":"Madagascar P","avatar":"https://static.tigerbbs.com/55bfe47a562a9809d5f55b450b1d221c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3522050789531005","idStr":"3522050789531005"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/OPT/TQQQ 20260116 105.0 CALL\">$TQQQ 20260116 105.0 CALL$</a> 期待美帝政府开门放水后来一把！","listText":"<a href=\"https://laohu8.com/OPT/TQQQ 20260116 105.0 CALL\">$TQQQ 20260116 105.0 CALL$</a> 期待美帝政府开门放水后来一把！","text":"$TQQQ 20260116 105.0 CALL$ 期待美帝政府开门放水后来一把！","images":[{"img":"https://static.tigerbbs.com/18b1b5a6cedf4d2fa26f085879308ef9","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497283147141568","isVote":1,"tweetType":1,"viewCount":1391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":488848618824016,"gmtCreate":1760340987179,"gmtModify":1760340989417,"author":{"id":"3522050789531005","authorId":"3522050789531005","name":"Madagascar P","avatar":"https://static.tigerbbs.com/55bfe47a562a9809d5f55b450b1d221c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3522050789531005","idStr":"3522050789531005"},"themes":[],"htmlText":"55，不是50","listText":"55，不是50","text":"55，不是50","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/488848618824016","repostId":"1124277011","repostType":2,"repost":{"id":"1124277011","kind":"news","weMediaInfo":{"introduction":"期权策略分享","home_visible":1,"media_name":"期权女巫","id":"1020040791","head_image":"https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89"},"pubTimestamp":1760336673,"share":"https://www.laohu8.com/m/news/1124277011?lang=&edition=full","pubTime":"2025-10-13 14:24","market":"us","language":"zh","title":"期权策略 | 比特币大暴跌后价格回稳，是时候用这个期权策略布局Bullish了","url":"https://stock-news.laohu8.com/highlight/detail?id=1124277011","media":"期权女巫","summary":"周末币圈经历大暴跌！受特朗普贴文影响，全球加密货币市场遭受重挫。加密货币交易所币安表示，在上周五的市场剧烈波动导致三种加密资产脱锚后，公司已向用户支付了总计2.83亿美元的赔偿。本次下跌也导致加密货币交易所 $Bullish$ 上周五大跌9.44%，今日夜盘回稳至微涨0.56%。","content":"<html><head></head><body><p>周末币圈经历大暴跌！受特朗普贴文影响，全球加密货币市场遭受重挫。 <a href=\"https://laohu8.com/DIGI/BTC.USD.HKCC\">比特币</a> 由12万美元上方一度跌至11万美元下方，目前回稳至11万美元上方。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/22592cbcb41b0be54e8c269ab68390b8\" title=\"\" tg-width=\"1170\" tg-height=\"1861\"/></p><p>这次下跌似乎触发了三类资产的脱锚：Ethena的稳定币USDe、币安发行的Solana流动性质押代币BNSOL，以及Wrapped Beacon流动性质押代币WBETH。原本应与1美元挂钩的USDe在币安平台上短暂跌至0.66美元以下。</p><p>币安表示，在上周五的市场剧烈波动导致三种加密资产脱锚后，公司已向用户支付了总计2.83亿美元的赔偿。</p><p>本次下跌也导致加密货币交易所 <a href=\"https://laohu8.com/S/BLSH\">Bullish</a> （BLSH）上周五大跌9.44%，今日夜盘回稳至微涨0.56%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a621f2fe1b1039b78f5330dffa87ecb0\" title=\"\" tg-width=\"529\" tg-height=\"186\"/></p><p>随着恐慌情绪渐渐消解，可以考虑对概念股 <a href=\"https://laohu8.com/S/BLSH\">Bullish</a>进行以下期权策略的操作：</p><h3 id=\"id_691853130\">看跌期权牛市价差（Bull Put Spread）</h3><p><strong>策略假设：</strong><a href=\"https://laohu8.com/S/BLSH\">Bullish</a>（BLSH）股价不会再度大跌，即使下跌本周跌幅也不会超9%</p><p><strong>策略结构：</strong>卖出一张行权价为55美元（较现股价60.41美元有8.95%的下跌空间）、10月17日到期的BLSH 看跌期权，同时买入一张行权价为50美元、10月17日到期的BLSH看跌期权</p><p>‌‌<a href=\"https://laohu8.com/OPT/BUYLSELLH 20251017 50.0 PUT BUY 1 | BUYLSELLH 20251017 55.0 PUT SELL 1\" title=\"$BLSH 垂直价差 251017 50P/55P$  \" class=\"immutable-element\">$BLSH 垂直价差 251017 50P/55P$  </a>‌</p><p><strong>盈亏分析：</strong></p><ul style=\"\"><li><p>最大收益：净权利金52.5美元（若到期时股价≥55美元，两张期权均无价值，卖方保留全部净收入）。</p></li><li><p>最大亏损 = 447.5美元（若到期时股价≤50美元）。</p></li><li><p>盈亏平衡点：54.48美元（到期股价高于此价则盈利，低于则亏损）。</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7b705936ee20310730d143deb00c6d60\" title=\"\" tg-width=\"1170\" tg-height=\"1335\"/></p><p><strong>适用场景：</strong></p><ul style=\"\"><li><p>投资者预期BLSH股价在10月17日前下跌幅度不会超过9%（股价高于55美元）；</p></li><li><p>适合风险偏好较低、追求有限收益但不愿承担无限亏损的投资者。</p></li></ul><p><em>免责声明：期权交易具有高风险特征，投资者需根据自身风险承受能力审慎决策。</em></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>期权策略 | 比特币大暴跌后价格回稳，是时候用这个期权策略布局Bullish了</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n期权策略 | 比特币大暴跌后价格回稳，是时候用这个期权策略布局Bullish了\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1020040791\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">期权女巫 </p>\n<p class=\"h-time\">2025-10-13 14:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周末币圈经历大暴跌！受特朗普贴文影响，全球加密货币市场遭受重挫。 <a href=\"https://laohu8.com/DIGI/BTC.USD.HKCC\">比特币</a> 由12万美元上方一度跌至11万美元下方，目前回稳至11万美元上方。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/22592cbcb41b0be54e8c269ab68390b8\" title=\"\" tg-width=\"1170\" tg-height=\"1861\"/></p><p>这次下跌似乎触发了三类资产的脱锚：Ethena的稳定币USDe、币安发行的Solana流动性质押代币BNSOL，以及Wrapped Beacon流动性质押代币WBETH。原本应与1美元挂钩的USDe在币安平台上短暂跌至0.66美元以下。</p><p>币安表示，在上周五的市场剧烈波动导致三种加密资产脱锚后，公司已向用户支付了总计2.83亿美元的赔偿。</p><p>本次下跌也导致加密货币交易所 <a href=\"https://laohu8.com/S/BLSH\">Bullish</a> （BLSH）上周五大跌9.44%，今日夜盘回稳至微涨0.56%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a621f2fe1b1039b78f5330dffa87ecb0\" title=\"\" tg-width=\"529\" tg-height=\"186\"/></p><p>随着恐慌情绪渐渐消解，可以考虑对概念股 <a href=\"https://laohu8.com/S/BLSH\">Bullish</a>进行以下期权策略的操作：</p><h3 id=\"id_691853130\">看跌期权牛市价差（Bull Put Spread）</h3><p><strong>策略假设：</strong><a href=\"https://laohu8.com/S/BLSH\">Bullish</a>（BLSH）股价不会再度大跌，即使下跌本周跌幅也不会超9%</p><p><strong>策略结构：</strong>卖出一张行权价为55美元（较现股价60.41美元有8.95%的下跌空间）、10月17日到期的BLSH 看跌期权，同时买入一张行权价为50美元、10月17日到期的BLSH看跌期权</p><p>‌‌<a href=\"https://laohu8.com/OPT/BUYLSELLH 20251017 50.0 PUT BUY 1 | BUYLSELLH 20251017 55.0 PUT SELL 1\" title=\"$BLSH 垂直价差 251017 50P/55P$  \" class=\"immutable-element\">$BLSH 垂直价差 251017 50P/55P$  </a>‌</p><p><strong>盈亏分析：</strong></p><ul style=\"\"><li><p>最大收益：净权利金52.5美元（若到期时股价≥55美元，两张期权均无价值，卖方保留全部净收入）。</p></li><li><p>最大亏损 = 447.5美元（若到期时股价≤50美元）。</p></li><li><p>盈亏平衡点：54.48美元（到期股价高于此价则盈利，低于则亏损）。</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7b705936ee20310730d143deb00c6d60\" title=\"\" tg-width=\"1170\" tg-height=\"1335\"/></p><p><strong>适用场景：</strong></p><ul style=\"\"><li><p>投资者预期BLSH股价在10月17日前下跌幅度不会超过9%（股价高于55美元）；</p></li><li><p>适合风险偏好较低、追求有限收益但不愿承担无限亏损的投资者。</p></li></ul><p><em>免责声明：期权交易具有高风险特征，投资者需根据自身风险承受能力审慎决策。</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/ec7e2fcf9c1e082ff89da10e2dabda0a","relate_stocks":{"BLSH":"Bullish"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124277011","content_text":"周末币圈经历大暴跌！受特朗普贴文影响，全球加密货币市场遭受重挫。 比特币 由12万美元上方一度跌至11万美元下方，目前回稳至11万美元上方。这次下跌似乎触发了三类资产的脱锚：Ethena的稳定币USDe、币安发行的Solana流动性质押代币BNSOL，以及Wrapped Beacon流动性质押代币WBETH。原本应与1美元挂钩的USDe在币安平台上短暂跌至0.66美元以下。币安表示，在上周五的市场剧烈波动导致三种加密资产脱锚后，公司已向用户支付了总计2.83亿美元的赔偿。本次下跌也导致加密货币交易所 Bullish （BLSH）上周五大跌9.44%，今日夜盘回稳至微涨0.56%。随着恐慌情绪渐渐消解，可以考虑对概念股 Bullish进行以下期权策略的操作：看跌期权牛市价差（Bull Put Spread）策略假设：Bullish（BLSH）股价不会再度大跌，即使下跌本周跌幅也不会超9%策略结构：卖出一张行权价为55美元（较现股价60.41美元有8.95%的下跌空间）、10月17日到期的BLSH 看跌期权，同时买入一张行权价为50美元、10月17日到期的BLSH看跌期权‌‌$BLSH 垂直价差 251017 50P/55P$  ‌盈亏分析：最大收益：净权利金52.5美元（若到期时股价≥55美元，两张期权均无价值，卖方保留全部净收入）。最大亏损 = 447.5美元（若到期时股价≤50美元）。盈亏平衡点：54.48美元（到期股价高于此价则盈利，低于则亏损）。适用场景：投资者预期BLSH股价在10月17日前下跌幅度不会超过9%（股价高于55美元）；适合风险偏好较低、追求有限收益但不愿承担无限亏损的投资者。免责声明：期权交易具有高风险特征，投资者需根据自身风险承受能力审慎决策。","news_type":1,"symbols_score_info":{"BLSH":1.1}},"isVote":1,"tweetType":1,"viewCount":699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":486319349293944,"gmtCreate":1759759260628,"gmtModify":1759759263241,"author":{"id":"3522050789531005","authorId":"3522050789531005","name":"Madagascar P","avatar":"https://static.tigerbbs.com/55bfe47a562a9809d5f55b450b1d221c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3522050789531005","idStr":"3522050789531005"},"themes":[],"htmlText":"有名的散户股嘛，适合洗盘，长期拿住就好了","listText":"有名的散户股嘛，适合洗盘，长期拿住就好了","text":"有名的散户股嘛，适合洗盘，长期拿住就好了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/486319349293944","isVote":1,"tweetType":1,"viewCount":980,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":480056669082400,"gmtCreate":1758225022550,"gmtModify":1758225025430,"author":{"id":"3522050789531005","authorId":"3522050789531005","name":"Madagascar P","avatar":"https://static.tigerbbs.com/55bfe47a562a9809d5f55b450b1d221c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3522050789531005","idStr":"3522050789531005"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/BLSH 20250919 80.0 CALL\">$BLSH 20250919 80.0 CALL$</a>&nbsp;","listText":"<a href=\"https://laohu8.com/OPT/BLSH 20250919 80.0 CALL\">$BLSH 20250919 80.0 CALL$</a>&nbsp;","text":"$BLSH 20250919 80.0 CALL$","images":[{"img":"https://static.tigerbbs.com/d8203cdfbbd1700efe90b254e9d49a50","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/480056669082400","isVote":1,"tweetType":1,"viewCount":1176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":465126142607808,"gmtCreate":1754581015205,"gmtModify":1754581017113,"author":{"id":"3522050789531005","authorId":"3522050789531005","name":"Madagascar P","avatar":"https://static.tigerbbs.com/55bfe47a562a9809d5f55b450b1d221c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3522050789531005","idStr":"3522050789531005"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/AMD 20250808 162.5 PUT\">$AMD 20250808 162.5 PUT$</a> 见好就收","listText":"<a href=\"https://laohu8.com/OPT/AMD 20250808 162.5 PUT\">$AMD 20250808 162.5 PUT$</a> 见好就收","text":"$AMD 20250808 162.5 PUT$ 见好就收","images":[{"img":"https://static.tigerbbs.com/4f820e1f0bbe0be92ebb30d647c1587e","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/465126142607808","isVote":1,"tweetType":1,"viewCount":548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":507033440162104,"gmtCreate":1764767895494,"gmtModify":1764767898187,"author":{"id":"3522050789531005","authorId":"3522050789531005","name":"Madagascar P","avatar":"https://static.tigerbbs.com/55bfe47a562a9809d5f55b450b1d221c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3522050789531005","idStr":"3522050789531005"},"themes":[],"title":"","htmlText":"这下该降息了吧","listText":"这下该降息了吧","text":"这下该降息了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507033440162104","repostId":"1157953983","repostType":2,"repost":{"id":"1157953983","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1764767747,"share":"https://www.laohu8.com/m/news/1157953983?lang=&edition=full","pubTime":"2025-12-03 21:15","market":"us","language":"zh","title":"“小非农”爆冷！11月就业人数意外下降，小微企业成“重灾区”","url":"https://stock-news.laohu8.com/highlight/detail?id=1157953983","media":"老虎资讯综合","summary":"12月3日，美国11月ADP就业人数减少3.2万人，为2023年3月以来最低水平，预估为增加5000人，前值为增加4.2万人。","content":"<html><head></head><body><blockquote><p>美国就业市场寒意逼人。在美联储12月决议前夕，这份数据无疑再为降息派添增“弹药”。</p></blockquote><p><strong>根据薪资处理公司ADP周三发布的报告，11月私营企业就业岗位意外减少3.2万个，且小企业遭受重创，11月美国劳动力市场的放缓势头进一步加剧。</strong></p><p style=\"text-align: justify;\">随着市场对美国就业形势的担忧日益加剧，ADP数据表明问题比预期的更严重。<strong>此次就业人数的下降与10月份形成鲜明对比，后者经上修后为增加4.7万个岗位。</strong></p><p style=\"text-align: justify;\">大型企业（即拥有50名或以上员工的公司）实际上净增了9万名员工。然而，员工少于50人的企业减少了12万个岗位，其中拥有20至49名员工的公司减少了7.4万个。这是自2023年3月以来的最大降幅。</p><p style=\"text-align: justify;\">教育和医疗服务业以3.3万人的新增招聘领跑，休闲和酒店业增加了1.3万人。但各行业广泛的下滑拉低了整体数据。</p><p style=\"text-align: justify;\"><strong>损失最大的是专业和商业服务业</strong>，减少了2.6万人。其他裁员的行业包括信息服务业（减少2万人）、制造业（减少1.8万人）以及金融活动和建筑业，后两者均减少了9000人。</p><p style=\"text-align: justify;\"><strong>薪资增长速度也有所放缓，留任员工的薪资同比上涨4.4%，较10月份下降了0.1个百分点。</strong></p><p style=\"text-align: justify;\">“随着雇主应对谨慎的消费者和不确定的宏观经济环境，近期的招聘一直起伏不定，”ADP首席经济学家Nela Richardson表示。“虽然11月的放缓是普遍现象，但主要是由小企业的收缩主导的。”</p><p style=\"text-align: justify;\"><strong>这份ADP报告是美联储在12月9日至10日开会前能看到的最后一份就业数据</strong>。期货交易员认为，尽管一些官员对应否进一步放宽政策存有疑虑，但美联储再次降息25个基点的可能性已近90%。</p><p style=\"text-align: justify;\">最近几周，美联储决策者表达了分歧的意见。一方认为有必要降息以阻止劳动力市场进一步恶化，而另一方则担心额外的降息可能会加剧通胀，目前的通胀率仍远高于美联储2%的目标。</p><p style=\"text-align: justify;\"><strong>受此前政府关门的影响，美国劳工统计局将非农就业数据的发布日期推迟到了12月16日。</strong></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>“小非农”爆冷！11月就业人数意外下降，小微企业成“重灾区”</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“小非农”爆冷！11月就业人数意外下降，小微企业成“重灾区”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-12-03 21:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>美国就业市场寒意逼人。在美联储12月决议前夕，这份数据无疑再为降息派添增“弹药”。</p></blockquote><p><strong>根据薪资处理公司ADP周三发布的报告，11月私营企业就业岗位意外减少3.2万个，且小企业遭受重创，11月美国劳动力市场的放缓势头进一步加剧。</strong></p><p style=\"text-align: justify;\">随着市场对美国就业形势的担忧日益加剧，ADP数据表明问题比预期的更严重。<strong>此次就业人数的下降与10月份形成鲜明对比，后者经上修后为增加4.7万个岗位。</strong></p><p style=\"text-align: justify;\">大型企业（即拥有50名或以上员工的公司）实际上净增了9万名员工。然而，员工少于50人的企业减少了12万个岗位，其中拥有20至49名员工的公司减少了7.4万个。这是自2023年3月以来的最大降幅。</p><p style=\"text-align: justify;\">教育和医疗服务业以3.3万人的新增招聘领跑，休闲和酒店业增加了1.3万人。但各行业广泛的下滑拉低了整体数据。</p><p style=\"text-align: justify;\"><strong>损失最大的是专业和商业服务业</strong>，减少了2.6万人。其他裁员的行业包括信息服务业（减少2万人）、制造业（减少1.8万人）以及金融活动和建筑业，后两者均减少了9000人。</p><p style=\"text-align: justify;\"><strong>薪资增长速度也有所放缓，留任员工的薪资同比上涨4.4%，较10月份下降了0.1个百分点。</strong></p><p style=\"text-align: justify;\">“随着雇主应对谨慎的消费者和不确定的宏观经济环境，近期的招聘一直起伏不定，”ADP首席经济学家Nela Richardson表示。“虽然11月的放缓是普遍现象，但主要是由小企业的收缩主导的。”</p><p style=\"text-align: justify;\"><strong>这份ADP报告是美联储在12月9日至10日开会前能看到的最后一份就业数据</strong>。期货交易员认为，尽管一些官员对应否进一步放宽政策存有疑虑，但美联储再次降息25个基点的可能性已近90%。</p><p style=\"text-align: justify;\">最近几周，美联储决策者表达了分歧的意见。一方认为有必要降息以阻止劳动力市场进一步恶化，而另一方则担心额外的降息可能会加剧通胀，目前的通胀率仍远高于美联储2%的目标。</p><p style=\"text-align: justify;\"><strong>受此前政府关门的影响，美国劳工统计局将非农就业数据的发布日期推迟到了12月16日。</strong></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/627bc890436e46f74a0fe8143398a725","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157953983","content_text":"美国就业市场寒意逼人。在美联储12月决议前夕，这份数据无疑再为降息派添增“弹药”。根据薪资处理公司ADP周三发布的报告，11月私营企业就业岗位意外减少3.2万个，且小企业遭受重创，11月美国劳动力市场的放缓势头进一步加剧。随着市场对美国就业形势的担忧日益加剧，ADP数据表明问题比预期的更严重。此次就业人数的下降与10月份形成鲜明对比，后者经上修后为增加4.7万个岗位。大型企业（即拥有50名或以上员工的公司）实际上净增了9万名员工。然而，员工少于50人的企业减少了12万个岗位，其中拥有20至49名员工的公司减少了7.4万个。这是自2023年3月以来的最大降幅。教育和医疗服务业以3.3万人的新增招聘领跑，休闲和酒店业增加了1.3万人。但各行业广泛的下滑拉低了整体数据。损失最大的是专业和商业服务业，减少了2.6万人。其他裁员的行业包括信息服务业（减少2万人）、制造业（减少1.8万人）以及金融活动和建筑业，后两者均减少了9000人。薪资增长速度也有所放缓，留任员工的薪资同比上涨4.4%，较10月份下降了0.1个百分点。“随着雇主应对谨慎的消费者和不确定的宏观经济环境，近期的招聘一直起伏不定，”ADP首席经济学家Nela Richardson表示。“虽然11月的放缓是普遍现象，但主要是由小企业的收缩主导的。”这份ADP报告是美联储在12月9日至10日开会前能看到的最后一份就业数据。期货交易员认为，尽管一些官员对应否进一步放宽政策存有疑虑，但美联储再次降息25个基点的可能性已近90%。最近几周，美联储决策者表达了分歧的意见。一方认为有必要降息以阻止劳动力市场进一步恶化，而另一方则担心额外的降息可能会加剧通胀，目前的通胀率仍远高于美联储2%的目标。受此前政府关门的影响，美国劳工统计局将非农就业数据的发布日期推迟到了12月16日。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506820862469208,"gmtCreate":1764766247571,"gmtModify":1764766259942,"author":{"id":"3522050789531005","authorId":"3522050789531005","name":"Madagascar P","avatar":"https://static.tigerbbs.com/55bfe47a562a9809d5f55b450b1d221c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3522050789531005","idStr":"3522050789531005"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/OPT/GLD 20251217 375.0 PUT\">$GLD 20251217 375.0 PUT$</a> 小幅做多黄金，继续涨问题不大","listText":"<a href=\"https://laohu8.com/OPT/GLD 20251217 375.0 PUT\">$GLD 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